2023 Form 5500 filing — Retirement Plan For Employees Of South Jersey Industries, Inc.
Plain-English filing summary
According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, this is the 2023 Form 5500 filing (EFAST2 acknowledgement 20250711161307NAL0004344803001) for Retirement Plan For Employees Of South Jersey Industries, Inc., reported by South Jersey Industries, Inc. under EIN 22-1901645 and plan number 001. It reports 395 participants. Attached schedules in the loaded dataset include Schedule H (large plan financials), Schedule C (service provider compensation).
- EFAST2 acknowledgement
- 20250711161307NAL0004344803001
- Filing year
- 2023
- Form type
- 3
- Plan sponsor
- South Jersey Industries, Inc.
- EIN
- 22-1901645
- Plan number
- 001
- Location
- Folsom, NJ
- Participants
- 395
- Schedules available
- Schedule H, Schedule C
- Received date
- not reported in the loaded dataset
Reported financial snapshot (2023)
- Total assets (EOY)
- $92,538,774
- Total liabilities (EOY)
- $740,545
- Net assets (EOY)
- $91,798,229
- Total income / additions
- $15,652,168
- Benefits paid
- $6,381,051
- Administrative expenses
- $599,898
- Total expenses
- $6,980,949
- Net increase / (decrease)
- $8,671,219
- Schedule source
- Schedule H
Reported service provider compensation (Schedule C)
| Provider | Service | Direct comp. | Indirect comp. |
|---|---|---|---|
| Graystone Consulting | NONE | $191,905 | not reported in the loaded dataset |
| Towers Watson | NONE | $137,391 | not reported in the loaded dataset |
| Bank Of America | NONE | $83,677 | not reported in the loaded dataset |
| Matrix | NONE | $42,510 | $0 |
| Bdo Usa, P.C. | NONE | $39,677 | not reported in the loaded dataset |
| Holland & Knight | NONE | $12,330 | not reported in the loaded dataset |